异动解读｜NEBIUS盘中下跌12.34%，Meta进军云业务加剧竞争担忧

行情直击07-01

7月1日，NEBIUS盘中下跌12.34%，报241.465美元/股，成交额19.45亿美元。

消息面上，据彭博社报道，社交媒体巨头Meta正在构建一项云业务，计划出售其过剩的AI算力，此举被视为将直接进入云计算服务市场，可能加剧行业竞争。市场担忧Meta作为科技巨头涉足云业务将改变现有格局，NEBIUS等算力租赁与云计算服务提供商的市场份额和盈利能力或受冲击，板块内CoreWeave等同类公司同步大幅下挫。值得注意的是，NEBIUS此前连续多日受益于算力租赁涨价及AI Cloud 3.6发布等利好，本次回调幅度较大。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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